Dealer Groups
Capitalise on your current client base and easily tap into new segments. Using Decimal, dealer group advisers can access highly efficient and scalable advice provision for all client segments.
Different advice topics and strategies can be switched on for advisers with varying levels of experience, allowing your advisers to be easily segmented for workflow or management reasons.
Decimal’s Compliance Console is the central point to manage and monitor approved product lists, SoA configuration and advice strategy definitions. This ensures that the dealer group has full control, while compliance is assured through consistency across products and assumptions.
Personally relevant and engaging communications prompt clients into action. (We’ve seen responses upward of 70%). Your group can grow its revenue in a highly focused and controllable manner.
As more people start their financial advice journey online, Decimal lets you create and monitor targeted online campaigns using the powerful data driven Marketing tools.
To see how Decimal mitigates risk and reduces costs read about our Real-time Data Core and Compliance Control.